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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.10% | | 5-Year Average Return: | 4.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.04% | |
Worst 1-Yr Total Return (2008): | -4.50% | |
Best 3-Yr Total Return (2005-7): | 4.05% | |
Worst 3-Yr Total Return (2006-8): | 1.60% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIIDX | Category | Diff | Index* | Diff | | Year To Date | 17.10 | 13.54 | 3.56 | 6.24 | 10.86 | | 1-Month | 1.20 | 0.89 | 0.31 | 0.49 | 0.71 | | 3-Month | 5.04 | 4.14 | 0.9 | 2.60 | 2.44 | | 1-Year | 22.98 | 17.86 | 5.12 | 13.79 | 9.19 | | 3-Year | 5.78 | 4.54 | 1.24 | 6.35 | -0.57 | | 5-Year | 4.81 | 3.85 | 0.96 | 5.05 | -0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.84 | 13.81 | 3.03 | 7.06 | 9.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.28 | 6.49 | 1.79 | 7.94 | 0.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.50 | -4.70 | 0.20 | | 2007 | | | 5.04 | 4.70 | 0.34 | | 2006 | | | 4.55 | 4.15 | 0.40 | | 2005 | | | 2.59 | 1.80 | 0.79 | | 2004 | | | 4.01 | 3.91 | 0.10 | | 2003 | | | 5.34 | 5.10 | 0.24 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.19 | 6.56 | 7.31 | N/A | | 2008 | 0.55 | -0.70 | -3.60 | -0.78 | | 2007 | 1.53 | -0.53 | 2.11 | 1.86 | | 2006 | -0.42 | -0.22 | 3.67 | 1.50 | | 2005 | -0.38 | 2.68 | -0.20 | 0.49 | | 2004 | 2.28 | -2.33 | 2.76 | 1.32 | | 2003 | 1.34 | 2.74 | 0.00 | 1.17 | | 2002 | N/A | N/A | 3.95 | 2.23 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 291 | 1122 | 25.94 | | 1-Month | 558 | 1164 | 47.94 | | 3-Month | 380 | 1154 | 32.93 | | 6-Month | 385 | 1133 | 33.98 | | 1-Year | 168 | 1113 | 15.09 | | 3-Year | 320 | 957 | 33.44 | | 5-Year | 209 | 845 | 24.73 |
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1.00% Nasdaq 
Performance
